Financial Planning Associate

1 week ago

Edmonton, Alberta, Canada CIBC Full time
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.

Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

What you'll be doing


As a member of the Personal and Business Banking Team, you'll partner with Financial Planning Consultants to help high value clients secure their futures and build their businesses through financial planning.

As a Financial Planning Assistant, you will provide administrative support to growth opportunities. You'll build strong working relationships and have a meaningful impact on clients and their financial success.

  • At CIBC we enable the work environment most optimal for you to thrive in your role._ You can effectively perform all work activities remotely, and will only be required to be onsite on an occasional basis._
How you'll succeed

  • Client Engagement
  • Leverage your knowledge of cash management, investment and wealth protection to assist with planning activities with your Financial Planning Consultants to help clients meet their financial goals.


 Problem Solving
  • Listen, ask questions, and put yourself in the client's shoes. Act like an owner by taking accountability for partner support, and know when to lean on others to find solutions.


 Organizational Skills
  • Prepare client files, maintaining schedules, ensure compliance. Enable team success by improving team productivity and proactively uncovering business opportunities.


 Business Development
  • Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client's profile, goals, and risk/reward tolerance.


 Relationship Building
  • Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
  • You love to learn. You're passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • Values matter to you. You bring your real self to work and you live our values trust, teamwork, and accountability.
What CIBC Offers

At CIBC, your goals are a priority.

We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.


  • Subject to plan and program terms and conditions


What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Westgate

Employment Type

Regular

Weekly Hours

37.5

Skills:

Analytical Thinking, Cash Flow Analysis, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

  • Financial Advisor Associate

    1 week ago

    Edmonton, Alberta, Canada ATB Financial Full time

    Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Scotiamcleod Senior Financial Planning Associate

    1 week ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives.Ensures all activities conducted...

  • Associate, Commercial Banking

    1 week ago

    Edmonton, Alberta, Canada ATB Financial Full time

    OUR BOTTOM LINE IS DIFFERENT.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Senior Associate- Financial Controller

    1 week ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The primary purpose of the Senior Financial...

  • Financial Planning Associate

    1 week ago

    Edmonton, Alberta, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin...

  • Director, Financial Planning

    1 week ago

    Edmonton, Alberta, Canada Government of Alberta Full time

    Role Responsibilities The Ministry of Transportation and Economic Development is looking for a Director - Financial Planning. Reporting to the Executive Director of Finance, the responsibilities of this Director position include overseeing the consolidated budget/business plan financial information, annual budget and monthly forecasts for the Ministry,...

  • Mgr, Financial Planning

    1 week ago

    Edmonton, Alberta, Canada CapitalCare Full time

    Mgr, Financial Planning (CAP0003BI)Primary Site: Corporate ServicesDepartment: FinancePosition Type: RegularGroup: OOS - MgmtFTE: 1Average Weekly Hours: 38.75Shift: DaysShift Hours:Unposting Date Nov 20, 2023Description:Reporting to the Finance Director and as an integral member of the Financial Planning team, the Manager, Financial Planning is responsible...

  • Financial Advisor

    1 week ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Grâce à votre formation, à vos compétences et à votre expérience, vous avez déjà obtenu du succès dans le secteur de la gestion du patrimoine. Mais avez-vous trouvé votre cabinet idéal, celui qui vous encourage à adopter un style de vie équilibré ainsi qu'à réussir sur le plan professionnel? Un cabinet qui vous permet d'offrir à vos clients...

  • Associate Advisor

    1 week ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) est l'une des sociétés de gestion de patrimoine indépendante qui croît le plus rapidement au Canada. Notre groupe diversifié est constitué de personnes orientées sur un objectif : aider les conseillers à bâtir une meilleure entreprise en offrant une expérience client remarquable. IPC est un chef de file de...

  • Financial Advisor

    1 week ago

    Edmonton, Alberta, Canada ATB Financial Full time

    Our bottom line is different.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Financial Advisor

    1 week ago

    Edmonton, Alberta, Canada ATB Financial Full time

    OUR BOTTOM LINE IS DIFFERENT.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Manager, Financial Planning

    1 week ago

    Edmonton, Alberta, Canada Spirit Employment & Training Edmonton Inc Full time

    Director of Finance Executive Director Location: Edmonton, Alberta Classification: Permanent, Full-time Reporting to the Executive Director, the Director of Finance performs the accounting and bookkeeping functions, following GAAP under the direction/ guidance of the Executive Director including managing the accounts payable and receivable functions,...

  • Manager, Capital Planning

    1 week ago

    Edmonton, Alberta, Canada Government of Alberta Full time

    Role Responsibilities Alberta Education, with technical input from Alberta Infrastructure, reviews submissions from school boards for new building and building renovation projects to determine priorities for capital funding decisions as part of the Alberta Government's capital plan. In addition to developing the provincial school capital plan, Alberta...

  • Manager - Financial Planning and Analysis

    1 week ago

    Edmonton, Alberta, Canada Alberta Blue Cross Full time

    Alberta Blue Cross is an Alberta based organization dedicated to delivering exceptional customer experience and community leadership. We're committed to providing the best health coverage to over 1.8 million members and take an active role in promoting wellness. We believe in what we do—and place trust in our employees to deliver our vision.Working at...

  • Client Service Associate

    1 week ago

    Edmonton, Alberta, Canada Raymond James Financial, Inc. Full time

    Client Service Associate At Raymond James, __we __develop, __we __collaborate, __we __decide, __we __deliver, and __we __improve together_.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs._ Administrative...

  • Associate Financial Advisor

    1 week ago

    Edmonton, Alberta, Canada Smart Hub Insurance Full time

    Education: Bachelor's degree Experience: 1 year to less than 2 yearsWork setting: Willing to relocateTasks: Identify clients' financial goals and objectives Supervise staff Analyze clients' financial records Develop financial plans for clients Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate...

  • Associate Director, Enterprise Facility Strategy and Capital Planning

    1 week ago

    Edmonton, Alberta, Canada Canadian Blood Services Full time

    To apply for this position, please visit For more information, please email Virginia Warren at Canadian Blood Services is an essential part of the country's network of healthcare systems. Together, with donors, recipients, employees, partners and volunteers, Canadian Blood Services is Canada's Lifeline, providing lifesaving products and services in...

  • Manager - Financial Reporting, Planning and Analysis

    1 week ago

    Edmonton, Alberta, Canada Lifting Solutions Inc. Full time

    _Senior Accountant_Reporting directly to the Corporate Controller, the Manager of Financial Reporting, Planning and Analysis will be responsible for all facets of Financial Reporting, Planning and Analysis, the Annual Budget process and regular forecasting, both mid and long-range.Your primary purpose is to partner with your finance & accounting (FAIT) and...

  • Financial Data Associate

    1 week ago

    Edmonton, Alberta, Canada Bevertec Full time

    Job Title: Financial Analyst - IntermediateDuration: 12 monthsLocation:Edmonton, AlbertaHybridResponsibilities:Accountable for planning, conducting and reporting on compliance and assurance reviews. Review to examine, evaluate and report on various aspects of risk management, internal controls and operational governance.Provide financial expertise and...

  • Financial Data Associate

    1 week ago

    Edmonton, Alberta, Canada Recruitment Partners inc. Full time

    A successful candidate will be proactive in improving department financial analysis and reporting by automating specific accounting functions for all companies. Participate in monthly or scheduled meetings for the Finance Team to review accounting issues, status of current projects, upcoming projects, month end preparations, etc. Perform routine financial...